Voya Investment Management · 13 hours ago
Regional Coordinator - Intermediary
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
$65K/yr - $70K/yr
2+ years expVoya Investment Management is committed to providing financial opportunities for everyone. The Regional Coordinator will support Senior Regional Directors in the sales process, focusing on relationship building, territory management, and client communication to enhance sales effectiveness and achieve goals.
Asset ManagementBankingFinancial ServicesRetirement
Responsibilities
Work collaboratively with the Senior Regional Director (External Sales Representative) to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients
Time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation
Anticipate the needs of our Financial Advisor clients. Intentional preparation, profiling, positioning, follow through and closing skills. Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital
Working knowledge of and the ability to articulate the process, performance and nuances of Voya’s products and services. Understanding of the capital markets and how they shape expectations of Voya investment products. Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately
Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability
Displays initiative to succeed and adapts to diverse and changing people and their needs. Accepts diverse perspectives and means of accomplishing goals. Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc. Strong moral character. Strives to improve skills both with and without guidance. Steward of the Company Values
Qualification
Required
Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience
2 - 5 years of sales experience within the Financial Services industry preferred
Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel
Strong written/verbal communication skills and a strict attention to detail
Strong relationship building skills
Presentation skills
Capital markets knowledge
Understanding of Voya IM's products and services
Ability to demonstrate consultative sales skills such as prospecting, probing and ultimately furthering the client journey through their position on the Sales Desk
Time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation
Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital
Working knowledge of and the ability to articulate the process, performance and nuances of Voya's products and services
Understanding of the capital markets and how they shape expectations of Voya investment products
Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately
Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability
Displays initiative to succeed and adapts to diverse and changing people and their needs
Accepts diverse perspectives and means of accomplishing goals
Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc
Strong moral character
Strives to improve skills both with and without guidance
Steward of the Company Values
Preferred
FINRA Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire
Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible
Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment
Candidate should demonstrate proficient time management, problem solving skills and follow up skills
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year
Company
Voya Investment Management
Voya Investment Management is a leading active asset management firm. It is a sub-organization of Voya Financial.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-12-18Acquired
Leadership Team
J
James Lydotes
Chief Investment Officer - Equities
Thomas Emmons
Co-Head, Direct Infrastructure Investments
Recent News
2025-11-19
Company data provided by crunchbase